Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 10 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $884,602,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Jun 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (22.66%), (GOOG) ALPHABET INC-CL C (13.01%), (TDG) TRANSDIGM GROUP INC (12.69%), (AMZN) AMAZONCOM INC (12.08%) and (META) META PLATFORMS INC-CLASS A (9.19%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $884M+
Period: 2025 Q2
Number of stock: 10
Update: 15 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
13.01%
648,905
$177.39
16.53% $206.72
$115,109,000
AMZN
AMAZONCOM INC
12.08%
487,191
$219.39
4.31% $228.84
$106,885,000
ASML
ASML HOLDING NV-NY REG SHS
7.18%
79,300
$801.39
5.80% $754.89
$63,550,000
CCCS
CCC INTELLIGENT SOLUTIONS HO
3.36%
3,156,000
$9.41
5.21% $9.90
$29,698,000
+30.68% (+741,000)
+0.79%
CHTR
CHARTER COMMUNICATIONS INC-A
7.42%
160,480
$408.81
32.10% $277.58
$65,606,000
LRCX
LAM RESEARCH CORP
7.78%
706,615
$97.34
2.81% $100.08
$68,782,000
META
META PLATFORMS INC-CLASS A
9.19%
110,200
$738.09
2.26% $754.79
$81,337,000
+43.58% (+33,450)
+2.79%
MSFT
MICROSOFT CORP
22.66%
403,043
$497.41
1.97% $507.23
$200,478,000
MCO
MOODY'S CORP
4.63%
81,627
$501.59
2.88% $516.01
$40,943,000
TDG
TRANSDIGM GROUP INC
12.69%
73,794
$1,520.64
7.38% $1,408.46
$112,214,000
-19.91% (-18,350)
-3.15%
10 of 10

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.